Banking

Hello, @JamesW2.

Let me add some information regarding the banking rules feature in QuickBooks. 

Any transactions on the For Review page that meets the condition of the rules you created should be added automatically. However, if the transactions fall under multiple rules, you may have to select which of the rules this transaction should be added.

Thus, you'll need to manually add to ensure they are categorized correctly.

If you need more information about managing transactions downloaded from your bank or financial institution, the following articles can help:

• How to add and match downloaded banking transactions
• How to unmatch and delete downloaded transactions
• How to exclude expenses from downloaded bank transactions

Let me know if you have other questions or concerns. I'm here to help.